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Wealth management (wealth management) : job level - vice president

Croydon
Morgan Stanley
Wealth manager
Posted: 19h ago
Offer description

Wealth Management (Wealth Management) : Job Level - Vice President

Join to apply for the Wealth Management (Wealth Management) : Job Level - Vice President role at Morgan Stanley

The COO team of Morgan Stanley at Work supports a broad array of responsibilities across multiple Morgan Stanley at Work businesses including Global Public Equity, Global Private Markets, Executive Financial Services, Retirement and Financial Wellness. The Business Change Project Manager is an experienced operations leader with solid knowledge and experience to manage and execute business change initiatives, particularly the wind down of regulated operations activity. The Business Change Project Manager will be responsible for multiple activity streams including the oversight, execution and reporting of the termination of all operational activities relating to Morgan Stanley at Work’s International businesses. They should be able to communicate key objectives and performance to internal stakeholders to ensure timely and appropriate action is incorporated in servicing the business’s needs.


Key Responsibilities

* Project manage initiatives across various support partners with particular focus on wind down activity relating to APAC and EMEA entities
* Create and manage detailed project plans, timelines and reporting mechanisms to ensure orderly, compliant and efficient execution
* Direct activities throughout project lifecycles, escalating issues and ensuring effective delivery to time and budget
* Ability to identify issues and/or headwinds and create recommendations or solutions
* Coordinate and manage third party providers and internal partners to execute account and relationship closure activities
* Liaise with external auditors to ensure closure activity aligns with regulatory requirements.
* Identification, tracking, investigation and resolution of legacy queries liaising with internal and external partners where appropriate


Qualifications

* Organized and capable of multi-tasking several responsibilities in a fast‑paced setting
* The ideal candidate should be highly motivated, innovative and an independent thinker with strong attention to detail.
* Highly proficient in Microsoft Office (Strong Excel and Power Point skills)
* Strong communication and stakeholder management skills, including working with senior managers
* Ability to partner with cross‑functional teams, such as Third‑Party Oversight, Technology, Finance, Legal, Risk, Compliance, etc.
* Experience of dealing with external parties including banking partners, auditors and industry vendors/service providers
* Technically proficient in Shareplan administration, specifically the Shareworks platform with a detailed knowledge of related applications’ trade and settlement activity.
* Detailed knowledge of equity and cash trading and settlement process and post‑execution control related activity
* Detail oriented with superior organizational skills and ability to prioritize
* Minimum Requirements: BS / BA degree or at least 5 years of experience in related financial services


What You Can Expect From Morgan Stanley

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what’s best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.

We are proud to support our employees and their families at every point along their work‑life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.


Flexible Work Statement

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunity employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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